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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,671 | $135,645-73.7% | $110,243-67.6% | $135,380-73.7% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -15.63% | 513.24%-528.9pp | 314.76%-330.4pp | 519.81%-535.4pp |
| Employer contribution / active EE | $2,197 | $4,907-55.2% | $3,827-42.6% | $4,779-54.0% |
| Participant deferral / active EE | $6,578 | $5,507+19.4% | $4,672+40.8% | $5,609+17.3% |
| Admin fee / account holder | $348 | $11,458-97.0% | $8,548-95.9% | $10,828-96.8% |